Andrew Schwartz Crane, Cma Email & Phone Number

Washington Dc-Baltimore Area

• Strategic Performance Management: Lead the definition and management of company performance metrics, ensuring alignment with overarching business goals. Collaborate with the CEO and parent company (Blue Cypress) to establish and disseminate key performance indicators (KPIs) across the organization. Oversee the integration of acquired companies to align operations and maximize synergies.• Operational Excellence: Oversee seamless service delivery and drive continuous improvement initiatives. Identify and mitigate operational risks. Implement a Project Management Office (PMO) to streamline project governance and enhance delivery capabilities.• Financial Leadership: Oversee invoicing, revenue recognition and financial reporting. Monitor company finances to optimize cash flow and sustain financial health. Implement strategic expense reduction and cost control measures.• Team Leadership and Development: Oversee all aspects of personnel management, encompassing team organization, hiring processes, terminations, and professional development. Cultivate a collaborative and motivating workplace environment to elevate team performance and encourage ongoing success.• Automated Data Solutions: Implement processes upon a custom Common Data Platform built upon Microsoft SQL Server and Power Automate. Develop integrations in Asana, FreshDesk, HubSpot, and Microsoft Teams to streamline workflows and enhance data accessibility. Enhance forecasting, resource allocation, revenue operations, and utilization reporting with insightful Power BI reports.• Sales and Business Development: Design and launch new technology service lines. Lead contract negotiations and successfully close sales deals to drive revenue growth. Act as a key representative of Brightfind at industry forums.• Service Delivery: Contribute directly to technology projects in various roles, including project manager, business analyst, and software developer.

Washington Dc-Baltimore Area

• Led the Blue Cypress senior leadership team in the establishment, execution and monitoring of strategic initiatives.• Spearheaded annual planning, budgeting and monthly business review activities across the portfolio of companies.• Served as a strategic advisor and advocate to senior leadership teams of both startup and established growth-minded companies. • Collaborated with CFO and CRO to drive continuous improvements in accounting and revenue operations processes.• Managed an offshore development team in the implementation and maintenance of a custom-built data analytics platform and associated integrations.• Built a centralized IT function from the ground-up, offering help desk, software support and training, security, and technology roadmap.• Managed Microsoft 365 migrations and implementation of workspace collaboration and productivity tools.• Developed Power BI reports, dashboards and scorecards to provide clarity and insight into financial, sales and productivity data.• Assumed accounting department oversight for six months until the hiring of a Chief Financial Officer.

Washington Dc-Baltimore Area

• Following the acquisition of my company, Future Value Consulting (FVC) in 2018, integrated FVC’s end-to-end project methodology into PerByte’s business model, championing a company infrastructure and culture prepared to deliver a superior, consistent client experience.• Led client relationship building at the strategic level while managing the promotion and sales of PerByte’s suite of association technology products and services.• Conducted client needs analysis workshops, solution advisory engagements, and training classes for end users, developers and accountants.• Served as project lead for enterprise-level system initiatives, including financial system integrations and workflow automation, advanced accounting reports, management dashboards, and data analysis and management engagements.• Advised and assisted clients with GL analysis, reconciliations, revenue recognition, quote-to-cash process improvements and workflow design.• Developed applications, system configurations and advanced reports using T-SQL, Crystal Reports and .NET.• Prepared and negotiate contracts, licensing agreements and support plans.• Planned and facilitated educational and networking events.

Washington D.C. Metro Area

• Founded Future Value Consulting (FVC) as Aptify's first U.S.-based Association Management System (AMS) implementation partner, opening a physical office and hired remote employees, working with clients across North America, Europe and Australia.• Instilled a culture that fostered team excellence, earning FVC a reputation as a trusted advisor, delivering innovative technology solutions following a reliable, repeatable methodology.• Developed practical, scalable models for resource allocation, variance analysis, pipeline management and project delivery with SMART KPIs.• Set the overall strategic direction while overseeing financial management, business development, and operations.• Remained active in all aspects of client work (analysis and design, data conversion, .NET and T-SQL development, training, etc.), but delegated responsibilities as FVC’s talented team of developers, analysts and project managers grew.• Participated as speaker or facilitator at industry conferences, especially in the areas of accounting automation and reporting.• Committed to an inclusive workforce - over 80% of FVC’s new hires were women and one third were people of color, across generations.• Recognized for understanding the strengths and interests of team members to maximize their individual contributions, career advancement and job satisfaction.• Sold FVC to PerByte, a highly regarded competitor in the association technology space. All FVC employees were invited and accepted to join the PerByte team.

Washington D.C. Metro Area

• Managed enterprise-level AMS implementations in the US and Canada.• Supervised Consulting staff, including career development, performance budgeting and monitoring, policy creation and project oversight.• Served as lead business analyst, conduct requirements confirmation meetings and produce design documentation and SOWs.• Partner with Account Executives on pre-sales activities, including preparing RFP responses, conducting demos and representing Professional Services.• Led data conversions, including data extraction, cleansing, mapping and validation.• Extended system functionality through software configurations and workflow automation using VB.NET, SQL Server, and Crystal Reports.• Principal designer and developer of configurations related to foreign currency revaluation, intercompany and agency sale automation, invoicing, revenue recognition, lockbox, taxation and internal controls.• Developed Business Intelligence and reporting solutions such as KPI's, dashboards and financial reports.• Instructed training classes and customized client learning sessions; produce training materials, presentations and videos.

Washington D.C. Metro Area

• Designed and implemented a client/server MS Access compensation management system for INTELSAT.• Designed and developed a multi-plan pension administration system for the Washington Metropolitan Transit Authority (WMATA) using Excel, Word, Access and VBA.• Built defined-benefit and cash balance pension calculator DLLs in C++ and Delphi.

Washington D.C. Metro Area

• Contributed to the design, implementation and maintenance a three-tier client/server pension administration system for IBM.• Led the development of defined benefit and cash balance pension calculation modules using C/C++, SQL Server and Visual Basic.• Designed and managed the development of an automated pension calculation regression-testing system.

B.A., Computer Science, Music, French

Activities and Societies: Symphony Orchestra, Chamber Orchestra

C.S.C., Accounting

Over 30 credits of accounting coursework covering principles, intermediate, advanced, managerial, not-for-profit and government (fund).

Graduate Coursework, Management Information Systems